1. What is you budget?
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​2. What is use case? (rental, home office, elder care, increase equity, divide and sell, etc.) 
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​3. Are there any other partners/decision makers? 
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​4. Source/availability of funds?
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​5. If existing HELOC, what is the rate?
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​6. If refinancing, do you have proof of a lender approval?
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​7. If no approval would you like to hear about our lending partners options?
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​8. If interested in our lending partner, what is the current mortgage amount and rate?
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​9. Is you property subject to any CC&Rs or HOA?  
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